Inviting teammates
How to invite a colleague into your workspace, what the invitation link does, and what the invitee sees on first login.
Team & roles
Invite teammates, assign roles and permissions, and control who sees which deals.
4 articles
Roles and permissions
Built-in role templates, creating custom roles, and what actually changes when you grant or revoke a permission.
Who sees which deals: visibility scopes
How the Own / Team / Subtree / All / Projects scopes work, what the defaults are per role, and why personal views only ever show your own records.
Offboarding: deactivating and deleting an employee
The deactivation wizard — hand over deals, contacts, tasks and mail, then deactivate. Permanent deletion keeps every note and email attributed to the person.